Purchases and Sales Made in Q1 2025 in Invesco S&P 500 Equal Weight E (RSP)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight E (RSP) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO S&P 500 EQUAL WEIGHT E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
899+ 8.78% |
$152K - $164K
|
11.1K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
893+ 4.38% |
$151K - $163K
|
21.3K
$3.78M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
879+ 6.63% |
$149K - $161K
|
14.1K
$2.51M
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
879+ 5.78% |
$149K - $161K
|
16.1K
$2.86M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
873+ 6.08% |
$148K - $160K
|
15.2K
$2.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
866+ 2.86% |
$147K - $158K
|
31.1K
$5.53M
|
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
859+ 1.82% |
$146K - $157K
|
48K
$8.53M
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
850+ 32.93% |
$144K - $155K
|
3.43K
$610K
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
847+ 46.23% |
$144K - $155K
|
2.68K
$476K
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
844+ 15.47% |
$143K - $154K
|
6.3K
$1.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
843+ 194.69% |
$143K - $154K
|
1.28K
$227K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
843+ 11.22% |
$143K - $154K
|
8.36K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
841+ 21.27% |
$142K - $154K
|
4.79K
$852K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
835+ 31.33% |
$141K - $153K
|
3.5K
$622K
|
|
|
May 15, 2025
Q1 2025
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
831+ 37.69% |
$141K - $152K
|
3.04K
$539K
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
825+ 1.82% |
$140K - $151K
|
46.2K
$8.2M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
816+ 1.98% |
$138K - $149K
|
42K
$7.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
803+ 0.96% |
$136K - $147K
|
84.6K
$15M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
800+ 12.21% |
$136K - $146K
|
7.35K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
800+ 0.86% |
$136K - $146K
|
94.3K
$16.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
784New |
$133K - $143K
|
784
$139K
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
766+ 5.82% |
$130K - $140K
|
13.9K
$2.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
760New |
$129K - $139K
|
760
$135K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
755+ 3.46% |
$128K - $138K
|
22.6K
$4.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
750+ 30.3% |
$127K - $137K
|
3.23K
$573K
|
|
|
May 06, 2025
Q1 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
750+ 54.74% |
$127K - $137K
|
2.12K
$377K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
750+ 122.95% |
$127K - $137K
|
1.36K
$242K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
750+ 27.27% |
$127K - $137K
|
3.5K
$622K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
749+ 24.34% |
$127K - $137K
|
3.83K
$680K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
743+ 1.63% |
$126K - $136K
|
46.3K
$8.22M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
739+ 7.87% |
$125K - $135K
|
10.1K
$1.8M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
738+ 2.16% |
$125K - $135K
|
34.8K
$6.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
737+ 0.6% |
$125K - $135K
|
124K
$22M
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
736+ 10.19% |
$125K - $135K
|
7.96K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
736+ 5.67% |
$125K - $135K
|
13.7K
$2.44M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
734+ 7.02% |
$124K - $134K
|
11.2K
$1.99M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
720New |
$122K - $132K
|
720
$128K
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
700+ 5.88% |
$119K - $128K
|
12.6K
$2.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
684+ 2.72% |
$116K - $125K
|
25.8K
$4.59M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
672+ 12.52% |
$114K - $123K
|
6.04K
$1.07M
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
671+ 8.09% |
$114K - $123K
|
8.97K
$1.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
BUY
|
- |
670+ 0.76% |
$114K - $123K
|
89.1K
$15.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
662+ 12.24% |
$112K - $121K
|
6.07K
$1.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
661+ 3.08% |
$112K - $121K
|
22.1K
$3.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
660+ 3.79% |
$112K - $121K
|
18.1K
$3.21M
|
|
|
May 02, 2025
Q1 2025
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
658+ 1.85% |
$111K - $120K
|
36.3K
$6.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
656+ 0.65% |
$111K - $120K
|
102K
$18.1M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
655+ 20.09% |
$111K - $120K
|
3.92K
$695K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
647+ 13.25% |
$110K - $118K
|
5.53K
$983K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
646+ 6.89% |
$109K - $118K
|
10K
$1.78M
|